CLF

Cleveland-Cliffs Inc. (CLF) | Rumor.io

Cleveland-Cliffs

CLF

Attention (50-day avg)0%

Attention rank (50-day avg)#936

Bullish sentiment (50-day avg)73%

Price to earnings ratio147.4

Market capitalization6.4B

Earnings per share-1.57

Dividend yield (TTM)1.07%

Revenue (annual)18.6B

Net income (annual)-1.4B

Social

What share of all stock conversation is about CLF?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.01% +0	0% 0	0% -0.01

Sep 29

Cleveland-Cliffs is idling a Canadian steel plant due to tariffs, citing them as a major factor in their decision.
The company's stock is expected to perform well due to increased steel demand, particularly in shipbuilding and infrastructure projects.
Cleveland-Cliffs' stock is seen as a good investment opportunity, with some analysts predicting a significant price increase following the company's earnings report.

Generated by AI

Sentiment

Of the messages about CLF that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +58.62	48.55% -44.65	72.22% -11.96	80.37% +10.16
Bearish	0% -58.62	51.45% +44.65	27.78% +11.96	19.63% -10.16

Bullish· Sep 28

The construction of a new steel plant by CLF is expected to generate significant revenue, with the company potentially benefiting from the demand in the next few years.
The company's strong earnings prospects, particularly in Q4, are expected to drive its stock price upwards, with a potential push through $12.30 opening the door to the $13 area.
The company's strong relationships with major steel consumers, including POSCO and HYUNDAI, are expected to lead to a huge boost in CLF's annual sales and revenue, with the company set to benefit from the 1.4 million tons of steel required to satisfy their American counterparts.

Bearish· Sep 28

The Iowa steel project announcement may be a gimmick to gain votes for the GOP in Iowa, and the project may not be approved due to lack of tax breaks.
The company's price action is being manipulated, and the decline is likely a manufactured one, with the price expected to rebound after bad earnings are reported.
The company's supply of steel is increasing, which is bearish for the stock, and the company's recent idling of output at a Canadian steel plant due to tariffs may be a sign of further issues.

Generated by AI

Topics

Of the messages about CLF that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	23.53%	36.87%	9.28%
Announcements	33.33%	22.06%	13.64%	26.4%
Macro	33.33%	32.35%	12.63%	36.94%
Analysts	0%	17.65%	34.85%	16.54%
Earnings	0%	0%	0.51%	10.72%
Controversies	33.33%	4.41%	1.52%	0.12%

Earnings· Jul 23

Cleveland-Cliffs Inc. reported a Q2 net loss of $134 million, or $0.25 per diluted share, with an adjusted net loss of $0.20 per diluted share, missing consensus expectations for a smaller loss.
The company's revenue reached $5.2 billion, a $300 million increase from the prior quarter, driven by higher steel selling prices and increased demand for domestically produced steel.
Cleveland-Cliffs expects to see significant momentum and additional opportunities for upside in 2027, including higher reset of fixed price contracts and improved profits in Canada, with the potential to reach its leverage target of under 2.5x debt to EBITDA by this time next year.

Analysts· Jan 12

Cleveland-Cliffs (CLF) was upgraded to Overweight by Morgan Stanley with a price target of $26.
Analysts expect more firms to follow suit, citing sequentially higher annual fixed pricing contracts and positive earnings revisions.
The upgrade is expected to lead to a 40% upside, with shares already up 7.5% and 2.7% following the announcement.

Announcements· Jul 23

Cleveland-Cliffs Inc. ($CLF) reported a $300 million increase in revenue to $5.2 billion in Q2 2026, with Adjusted EBITDA tripling to $286 million, beating estimates.
The company's CEO noted that the rise in steel demand has led to an increase in revenue and Adjusted EBITDA, with the latter guidance for Q3 nearly doubling to $575 million.
Cleveland-Cliffs has promoted CFO Celso Goncalves to President and CFO, with Goncalves continuing to lead the company as Chairman and CEO, and has appointed him to the company's Board of Directors.

Controversies· Jan 6

Cleveland-Cliffs Inc. (CLF) CEO Lourenco Goncalves predicted President Biden would block Nippon Steel's acquisition of US Steel (X) months before it happened.
US Steel (X) and Nippon Steel filed joint lawsuits against President Biden, Cleveland-Cliffs (CLF), and the United Steelworkers union, claiming Biden's decision to block the merger was an "unlawful political influence".
Cleveland-Cliffs (CLF) has been accused of making a backroom deal with the United Steelworkers union to scuttle the US Steel (X) and Nippon Steel merger, with some speculating that Trump could potentially negotiate a merger between the two companies.

Macro· Dec 21

The US is at risk of stagflation, with inflation at 2.9% and unemployment rising, potentially leading to a market correction or a recession.
The Trump administration's pro-business regulations and focus on domestic mining for critical minerals are creating a favorable environment for Cleveland-Cliffs Inc. ($CLF) to benefit from increased demand.
The company's exposure to the steel market, which is leveraged to rising inflation and Fed liquidity, makes it a potential beneficiary of the current economic environment, with multiple tailwinds supporting its growth.

Technical Analysis· Oct 21

$CLF is showing a sharp reversal this week after a strong gap-up that quickly lost momentum, with price now slipping back below the 200-day moving average.
The failed follow-through signals exhaustion from bulls and suggests that traders who entered on the inverse head and shoulders pattern may be at risk.
$CLF has a solid setup with a breakout confirmation coming, and the stock is holding a breakout zone with industrial rotation narrative still valid.

Generated by AI

Community

Of the messages about CLF, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	72.73%	81.63%	84.21%	48.59%
Newcomers	27.27%	18.37%	15.79%	51.41%

Regulars· Sep 29

The regulars are focused on the potential impact of Mesabi Metallics' planned $15 billion steel plant in Iowa, which could be a game-changer for CLF's steel demand.
Some are expecting a huge pop in CLF's earnings and forward forecast, with one regular setting a price target of $20 a share, while another expects a PE of around 5 next year with significant debt reduction.
The regulars are also discussing the potential for a commodity supercycle, with one regular suggesting pairing CLF with RAIL, and another expecting a significant increase in CLF's price once debt is paid down.

Newcomers· Sep 28

The Iowa steel mill announcement is seen as a gimmick to gain votes for the GOP, and tax breaks are necessary for the project to move forward.
The plant's construction will take 4 years and will produce 10 billion tons once online, making the current drop a buying opportunity.
The company's production cuts and layoffs in Hamilton are causing concerns, leading to a tough break for longs.

Generated by AI

News

Carney accuses US steelmaker of betraying Canadian workers after layoffs tied to Trump tariffs

12h agoAP News

Carney Threatens Legal Action Against Cleveland-Cliffs Over Stelco ‘Betrayal’

13h agobloomberg.com

Canada will do all it can to ensure Cleveland-Cliffs meets obligations, Carney says

13h agoReuters

Cleveland-Cliffs could face legal action for layoffs at Stelco

Job cuts fall afoul of pledges made when U.S. company acquired Canadian steelmaker, union says

13h agoThe Globe and Mail

A $15 Billion Iowa Steel Mill Is Coming. What It Means for Nucor and Cleveland-Cliffs

A $15 billion foreign-owned steel mill is rising in Iowa, and the moment its first steel ships in 2030, it will reshape the competitive landscape for two of America's biggest steelmakers in very different ways.

20h agoYahoo Finance

Cliffs’ Stelco Slashes Canada Output as US Tariffs Bite

1d agoBloomberg.com

Also Discussed

Investors talking about CLF also mention

#	Name	Attention
1	ArcelorMittal S.A.MT	0%new
2	Nucor Corp.NUE	0.01%new
3	Steel Dynamics Inc.STLD	0%+0
4	Vale S.A. American Depositary SharesVALE	0%0
5	X - United States Steel Corporation	——
6	VanEck Steel ETFSLX	0%-0.01
7	POSCO Holdings Inc. American Depositary ReceiptPKX	0.01%new
8	Ternium S.A. Sponsored ADRTX	0%0
9	Peabody Energy CorpBTU	0%new
10	TMST - TimkenSteel Corporation	——

Cleveland-Cliffs Inc.

Basic Materials
Steel

Cleveland-Cliffs Inc. is a North America-based steel producer focused on value-added sheet products, especially for the automotive industry. The company operates a vertically integrated business model that spans iron ore mining, pelletizing, hot briquetted iron production, steelmaking, rolling and finishing, and downstream manufacturing. Its product portfolio includes flat-rolled steel, coated and specialty grades, stainless and electrical steel, plate, tubular products, stamped components, tooling, and related materials used across automotive, infrastructure, manufacturing, and industrial markets. Cleveland-Cliffs also supplies iron ore pellets and serves as a key raw-material and steel partner within the North American metals supply chain. Headquartered in Cleveland, Ohio, Cleveland-Cliffs combines mining, processing, and steel production capabilities to support a broad range of industrial customers in the United States and Canada.

Website

Location

200 Public Square

Cleveland, OH, 44114-2315

United States

Social

What share of all stock conversation is about CLF?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.01% +0	0% 0	0% -0.01

Sep 29

Cleveland-Cliffs is idling a Canadian steel plant due to tariffs, citing them as a major factor in their decision.
The company's stock is expected to perform well due to increased steel demand, particularly in shipbuilding and infrastructure projects.
Cleveland-Cliffs' stock is seen as a good investment opportunity, with some analysts predicting a significant price increase following the company's earnings report.

Generated by AI

Sentiment

Of the messages about CLF that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +58.62	48.55% -44.65	72.22% -11.96	80.37% +10.16
Bearish	0% -58.62	51.45% +44.65	27.78% +11.96	19.63% -10.16

Bullish· Sep 28

The construction of a new steel plant by CLF is expected to generate significant revenue, with the company potentially benefiting from the demand in the next few years.
The company's strong earnings prospects, particularly in Q4, are expected to drive its stock price upwards, with a potential push through $12.30 opening the door to the $13 area.
The company's strong relationships with major steel consumers, including POSCO and HYUNDAI, are expected to lead to a huge boost in CLF's annual sales and revenue, with the company set to benefit from the 1.4 million tons of steel required to satisfy their American counterparts.

Bearish· Sep 28

The Iowa steel project announcement may be a gimmick to gain votes for the GOP in Iowa, and the project may not be approved due to lack of tax breaks.
The company's price action is being manipulated, and the decline is likely a manufactured one, with the price expected to rebound after bad earnings are reported.
The company's supply of steel is increasing, which is bearish for the stock, and the company's recent idling of output at a Canadian steel plant due to tariffs may be a sign of further issues.

Generated by AI

Topics

Of the messages about CLF that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	23.53%	36.87%	9.28%
Announcements	33.33%	22.06%	13.64%	26.4%
Macro	33.33%	32.35%	12.63%	36.94%
Analysts	0%	17.65%	34.85%	16.54%
Earnings	0%	0%	0.51%	10.72%
Controversies	33.33%	4.41%	1.52%	0.12%

Earnings· Jul 23

Cleveland-Cliffs Inc. reported a Q2 net loss of $134 million, or $0.25 per diluted share, with an adjusted net loss of $0.20 per diluted share, missing consensus expectations for a smaller loss.
The company's revenue reached $5.2 billion, a $300 million increase from the prior quarter, driven by higher steel selling prices and increased demand for domestically produced steel.
Cleveland-Cliffs expects to see significant momentum and additional opportunities for upside in 2027, including higher reset of fixed price contracts and improved profits in Canada, with the potential to reach its leverage target of under 2.5x debt to EBITDA by this time next year.

Analysts· Jan 12

Cleveland-Cliffs (CLF) was upgraded to Overweight by Morgan Stanley with a price target of $26.
Analysts expect more firms to follow suit, citing sequentially higher annual fixed pricing contracts and positive earnings revisions.
The upgrade is expected to lead to a 40% upside, with shares already up 7.5% and 2.7% following the announcement.

Announcements· Jul 23

Cleveland-Cliffs Inc. ($CLF) reported a $300 million increase in revenue to $5.2 billion in Q2 2026, with Adjusted EBITDA tripling to $286 million, beating estimates.
The company's CEO noted that the rise in steel demand has led to an increase in revenue and Adjusted EBITDA, with the latter guidance for Q3 nearly doubling to $575 million.
Cleveland-Cliffs has promoted CFO Celso Goncalves to President and CFO, with Goncalves continuing to lead the company as Chairman and CEO, and has appointed him to the company's Board of Directors.

Controversies· Jan 6

Cleveland-Cliffs Inc. (CLF) CEO Lourenco Goncalves predicted President Biden would block Nippon Steel's acquisition of US Steel (X) months before it happened.
US Steel (X) and Nippon Steel filed joint lawsuits against President Biden, Cleveland-Cliffs (CLF), and the United Steelworkers union, claiming Biden's decision to block the merger was an "unlawful political influence".
Cleveland-Cliffs (CLF) has been accused of making a backroom deal with the United Steelworkers union to scuttle the US Steel (X) and Nippon Steel merger, with some speculating that Trump could potentially negotiate a merger between the two companies.

Macro· Dec 21

The US is at risk of stagflation, with inflation at 2.9% and unemployment rising, potentially leading to a market correction or a recession.
The Trump administration's pro-business regulations and focus on domestic mining for critical minerals are creating a favorable environment for Cleveland-Cliffs Inc. ($CLF) to benefit from increased demand.
The company's exposure to the steel market, which is leveraged to rising inflation and Fed liquidity, makes it a potential beneficiary of the current economic environment, with multiple tailwinds supporting its growth.

Technical Analysis· Oct 21

$CLF is showing a sharp reversal this week after a strong gap-up that quickly lost momentum, with price now slipping back below the 200-day moving average.
The failed follow-through signals exhaustion from bulls and suggests that traders who entered on the inverse head and shoulders pattern may be at risk.
$CLF has a solid setup with a breakout confirmation coming, and the stock is holding a breakout zone with industrial rotation narrative still valid.

Generated by AI

Community

Of the messages about CLF, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	72.73%	81.63%	84.21%	48.59%
Newcomers	27.27%	18.37%	15.79%	51.41%

Regulars· Sep 29

The regulars are focused on the potential impact of Mesabi Metallics' planned $15 billion steel plant in Iowa, which could be a game-changer for CLF's steel demand.
Some are expecting a huge pop in CLF's earnings and forward forecast, with one regular setting a price target of $20 a share, while another expects a PE of around 5 next year with significant debt reduction.
The regulars are also discussing the potential for a commodity supercycle, with one regular suggesting pairing CLF with RAIL, and another expecting a significant increase in CLF's price once debt is paid down.

Newcomers· Sep 28

The Iowa steel mill announcement is seen as a gimmick to gain votes for the GOP, and tax breaks are necessary for the project to move forward.
The plant's construction will take 4 years and will produce 10 billion tons once online, making the current drop a buying opportunity.
The company's production cuts and layoffs in Hamilton are causing concerns, leading to a tough break for longs.

Generated by AI

Cleveland-Cliffs

Social

Sep 29

Bullish· Sep 28

Bearish· Sep 28

Earnings· Jul 23

Analysts· Jan 12

Announcements· Jul 23

Controversies· Jan 6

Macro· Dec 21

Technical Analysis· Oct 21

Regulars· Sep 29

Newcomers· Sep 28

Carney accuses US steelmaker of betraying Canadian workers after layoffs tied to Trump tariffs

Carney Threatens Legal Action Against Cleveland-Cliffs Over Stelco ‘Betrayal’

Canada will do all it can to ensure Cleveland-Cliffs meets obligations, Carney says

Cleveland-Cliffs could face legal action for layoffs at Stelco

A $15 Billion Iowa Steel Mill Is Coming. What It Means for Nucor and Cleveland-Cliffs

Cliffs’ Stelco Slashes Canada Output as US Tariffs Bite

Also Discussed

Cleveland-Cliffs Inc.

Company Information

Location

Carney accuses US steelmaker of betraying Canadian workers after layoffs tied to Trump tariffs

Carney Threatens Legal Action Against Cleveland-Cliffs Over Stelco ‘Betrayal’

Canada will do all it can to ensure Cleveland-Cliffs meets obligations, Carney says

Cleveland-Cliffs could face legal action for layoffs at Stelco

A $15 Billion Iowa Steel Mill Is Coming. What It Means for Nucor and Cleveland-Cliffs

Cliffs’ Stelco Slashes Canada Output as US Tariffs Bite

Also Discussed

Social

Sep 29

Bullish· Sep 28

Bearish· Sep 28

Earnings· Jul 23

Analysts· Jan 12

Announcements· Jul 23

Controversies· Jan 6

Macro· Dec 21

Technical Analysis· Oct 21

Regulars· Sep 29

Newcomers· Sep 28